See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,444 | $29,660-4.1% | $56,411-49.6% | $80,856-64.8% |
| Participation rate | 90.0% | 41.6%+48.4pp | 52.5%+37.5pp | 67.6%+22.4pp |
| Annual return | 18.95% | 35.23%-16.3pp | 1701.33%-1682.4pp | 35.59%-16.6pp |
| Employer contribution / active EE | $5,372 | $669+702.5% | $1,039+417.2% | $2,755+95.0% |
| Participant deferral / active EE | $3,269 | $1,226+166.6% | $1,952+67.5% | $4,296-23.9% |
| Admin fee / account holder | $4,176 | $2,428+72.0% | $2,829+47.6% | $6,918-39.6% |